Kornitzer Capital Management’s Baldwin Insurance Group BWIN Stock Holding History

Kornitzer Capital Management’s Portfolio BWIN Stock Details BWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-98,480	Closed	-$2.16M	–	589
2026 Q1	$2.16M	Sell	98,480 -81,039	-45%	-$1.75M	0.05%	296
2025 Q4	$4.31M	Hold	179,519	–	–	0.09%	233
2025 Q3	$5.06M	Hold	179,519	–	–	0.1%	223
2025 Q2	$7.69M	Sell	179,519 -61,020	-25%	-$2.48M	0.15%	164
2025 Q1	$10.7M	Hold	240,539	–	–	0.22%	122
2024 Q4	$9.32M	Sell	240,539 -25,111	-9%	-$1.17M	0.18%	158
2024 Q3	$13.2M	Sell	265,650 -145,640	-35%	-$6.33M	0.24%	120
2024 Q2	$14.6M	Hold	411,290	–	–	0.28%	96
2024 Q1	$11.9M	Hold	411,290	–	–	0.22%	139
2023 Q4	$9.88M	Hold	411,290	–	–	0.19%	171
2023 Q3	$9.55M	Hold	411,290	–	–	0.2%	164
2023 Q2	$10.2M	Buy	411,290 +59,900	+17%	+$1.42M	0.2%	164
2023 Q1	$8.95M	Buy	351,390 +2,875	+0.8%	+$79.9K	0.18%	182
2022 Q4	$8.76M	Hold	348,515	–	–	0.18%	181
2022 Q3	$9.18M	Sell	348,515 -175	-0.1%	-$4.98K	0.2%	168
2022 Q2	$8.42M	Sell	348,690 -138,980	-28%	-$3.38M	0.17%	194
2022 Q1	$13.1M	Hold	487,670	–	–	0.22%	164
2021 Q4	$17.6M	Hold	487,670	–	–	0.26%	141
2021 Q3	$16.2M	Buy	487,670 +52,860	+12%	+$1.66M	0.25%	156
2021 Q2	$11.6M	Buy	+434,810	New	+$11.8M	0.17%	204

Other funds holding BWIN

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Kornitzer Capital Management's BWIN Position: Q2 2026 in Review

Kornitzer Capital Management sold out of Baldwin Insurance Group (BWIN) in Q2 2026, closing a stake of 98,480 shares — an estimated $2.16M sold.

Kornitzer Capital Management first reported a position in BWIN in Q2 2021 and held it in 20 quarters. The position peaked at $17.6M in Q4 2021. 48 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

Kornitzer Capital Management reported no remaining Baldwin Insurance Group position as of Q2 2026 after selling out during the quarter.
Kornitzer Capital Management sold 98,480 Baldwin Insurance Group shares in Q2 2026, an estimated $2.16M.
Kornitzer Capital Management first reported a position in Baldwin Insurance Group in Q2 2021 and held it in 20 quarters.
Kornitzer Capital Management's Baldwin Insurance Group position peaked at $17.6M in Q4 2021.
48 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Kornitzer Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.